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Aprio Wealth Management’s Novartis NVS Stock Holding History

Aprio Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
8,513
+246
+3% +$36.9K 0.07% 188
2026
Q1 		$1.26M Buy
8,267
+966
+13% +$148K 0.07% 164
2025
Q4 		$1.01M Buy
7,301
+2,509
+52% +$329K 0.06% 195
2025
Q3 		$614K Buy
4,792
+1,696
+55% +$207K 0.06% 187
2025
Q2 		$375K Buy
3,096
+334
+12% +$37.6K 0.04% 242
2025
Q1 		$308K Buy
+2,762
New +$294K 0.04% 264
2024
Q4 		– Sell
-2,402
Closed -$276K – 323
2024
Q3 		$276K Buy
+2,402
New +$273K 0.04% 212

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management's NVS Position: Q2 2026 in Review

Aprio Wealth Management increased its Novartis (NVS) stake by 3% in Q2 2026, buying an estimated $36.9K and bringing the position to 8,513 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #188.

Aprio Wealth Management first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Aprio Wealth Management held 8,513 shares of Novartis worth $1.33M as of Q2 2026.
  • Aprio Wealth Management bought 246 Novartis shares in Q2 2026, an estimated $36.9K.
  • Novartis made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Aprio Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.